Sage Support
Modified on Wed, 14 May at 10:33 PM
TABLE OF CONTENTS
KBART Automation is the automated process whereby your library holdings are updated in your Discovery Service. Once set up with Sage, the updates would occur weekly.
Sage products are hosted on two different platforms with two different admin areas, Sage Journals and Secure Center. The token from Sage Journals admin will automate the discovery of our journals products apart from the exceptions noted below. The token from Secure Center will automate all Sage Learning Resources products with the exceptions noted below.
KBART Automation is possible with all products and collections on Sage Journals, except for some individual Gold Open Access (OA) titles. We are actively working to ensure full coverage of our OA content. In the meantime, when setting up Sage Journals autoholdings we strongly recommend activating the separate GOLD Open Access collection to ensure comprehensive coverage of all Open Access content.
KBART Automation is possible with Sage Research Methods (except for Sage Research Methods Foundations and Podcasts), CQ Press Books, Sage Business*, Sage Skills*, Sage Video*, and Sage Reference & Books*.
*These products were known formerly as Sage Knowledge.
KBART automation is not set up with Sage Research Methods Foundations, Sage Research Methods Podcasts, CQ Researcher, Sage Data, Sage Campus, other CQ Press products (outside of CQ Press Books), and Catalyst.
CQ Researcher cannot be set up for KBART Automation at this time.
Sage currently has integrations with Ex Libris Alma and OCLC WorldCat. We do not currently have plans to integrate with Ex Libris SFX or EBSCO.
You can implement KBART Automation for Sage Journals and Secure Center by using a token specific to your institution in our Sage Journals/Secure Center admin area. For step-by-step instructions, please see How do I implement KBART Automation? (Sage Journals and Sage Learning Resources).
If your library doesn't use KBART Automation, please continue to use the standard configuration processes your DSP requires.
If Sage doesn't have KBART Automation compatibility with your DSP, please continue to use the standard configuration processes your DSP requires.
If you have KBART Automation activated with OCLC WorldCat or Ex Libris Alma and your Sage entitlements change, they will update automatically in your discovery system on a weekly basis. If you do not have KBART Automation set up with either of these services, please update your collections following your DSP's standard process.
There is no consistency in what different publishers and discovery service providers name the unique key, which is required to enable integration. Examples of terminology commonly used include:
Examples of unique keys generated by our platforms include:
You can make changes to your KBART Automation implementation in the admin area on Sage Journals or Secure Center.
Following the one-time KBART automation setup, holdings data for your institution will be automatically transferred to your discovery service knowledge base via API every Friday.
Please note that depending on the day you set up the feed, your DSP may initially display an error message until the automation feed runs for the first time. If this happens, please wait until the following week to see the updated data.
After setting up the feed, your DSP may initially display an error message until the automation feed runs for the first time. This is because holdings data for your institution is transferred automatically every Friday. If this happens, please wait until the following week to see the updated data.
Why does my Sage Journals holdings file include more titles than my institution has a subscription for?
Following KBART recommended practice, Sage Journals KBART Automation files include Open Access and free to read content in addition to subscriptions.
When a journal changes its title, each version is listed as a separate row in the autoholdings file, with its own ISSN or eISSN as applicable, and clearly defined coverage dates. This ensures accurate and consistent tracking of access rights and metadata over time.
To help trace title history:
In the case of OCLC automation, matching is based on title IDs not ISBNs. With Ex Libris Alma, matching is based on URLs. The dual-platform titles that have the same ISBN but a different URL will still be activated and will work for the customers who have just one platform entitlement or both.
While most Gold Open Access (OA) titles are included in the Sage Journals KBART Automation files, some individual OA titles may be missing. We are actively working to ensure full coverage of our OA content.
In the meantime, we strongly recommend activating the separate GOLD Open Access collection to ensure comprehensive coverage of all Open Access content. Please note subscription and free-to-read content are available in full.
You should revoke your KBART Automation in Sage Journals using the instructions below labelled 'How do I permanently delete my institution ID (token) from my Sage Journals admin account?' or 'How do I permanently delete my token from Secure Center?'. If you move to a DSP compatible with Sage (OCLC WorldCat or Ex Libris Alma) you will be able to set it up again.
For further guidance, please see the attached video below.
For further guidance, please see the attached video below.
Please contact onlinesupport@sagepub.co.uk
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article